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The Right Advice Can Help You Stay on Track

Whether you’re just getting started with investing or you’re well on your way, we’re here to help anytime you need advice or just want to ask a question.

When Should You Talk with an Advisor?

It’s a good idea to check in with an IRBC advisor at least once a year or anytime you have a life event, like a new job, a change in your income, a new baby, marriage, divorce or retirement. By checking in with an advisor on a regular basis, you can:

  • Keep your plan in line with your financial goals
  • Make sure your money is working for you
  • Adjust your investments as needed to stay on track

The Value of Advice

Investors who work with an advisor have been shown to have almost four times the assets of investors who don’t. This chart illustrates the potential impact of advice on your net worth over time.

[Chart Placeholder - Illustrates potential impact of advice on net worth over time]

Investment Institute stresses the importance of rebalancing and diversification in the face of volatility as well as political and economic uncertainty.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested